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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,796 | $93,345-1.7% | $119,126-22.9% | $87,485+4.9% |
| Participation rate | 82.5% | 68.7%+13.7pp | 75.8%+6.7pp | 68.9%+13.5pp |
| Annual return | 15.17% | 19.08%-3.9pp | 282.11%-266.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $970 | $3,172-69.4% | $4,034-76.0% | $2,596-62.7% |
| Participant deferral / active EE | $5,493 | $4,099+34.0% | $5,318+3.3% | $4,274+28.5% |
| Admin fee / account holder | $22,719 | $8,039+182.6% | $10,693+112.5% | $7,775+192.2% |